Investment Principles

Alex Ward

May 20, 2019 10:44

Updated

A strict logic determines when your funds are invested to ensure your portfolio is best placed to deliver on the investment strategy you choose. They are designed to give you the confidence to sit back and let us find the best deals for you on our platform.

The maximum exposure to any one property will be no more than 20% of your total portfolio. This is to avoid your portfolio becoming too exposed to a single property.

The maximum exposure to any one national region is 40% of your total portfolio. This helps reduce the risk of geographical factors affecting performance.

When looking to invest in properties on the Resale Market, we won’t invest in a property if the current buy price is 5% higher than the 30 day average traded price. This avoids you being exposed to temporary unfavourable price movements based on other investors’ activity.

For Balance and Growth Investment Plans, we won't invest in properties on the Resale Market that are trading at a premium of more than 5% to their net asset value. This avoids you being exposed to properties that are trading at a significant premium to their underlying asset value.

For Income Investment Plans, we won't invest in properties on the Resale Market that are trading at a premium of more than 5% to their latest share valuation. This avoids you being exposed to properties that are trading at a significant premium to the price at which they came onto the platform.

Comments

Property Partner™ is the trading name of London House Exchange Limited, which is authorised and regulated by the Financial Conduct Authority (No. 613499). London House Exchange Limited (No. 08820870) and its wholly owned subsidiary, Property Partner Nominee Limited (No. 09060483), are both limited companies registered in England and Wales with registered office at 55 Baker Street, London, England, W1U 7EU. London House Exchange Limited is wholly owned by LHE Holdings Limited (No. 125065), a limited company registered in Jersey with registered office at 44 Esplanade, St Helier, Jersey JE4 9WA.